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Shopify Workflow Templates

POS: Customer Was Upset, Needs Follow-Up

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POS – Customer Opted into Service or Program

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POS – High-Value Purchase, Manager Slack Notification

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POS – Verbal Discount or Adjustment Logged

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POS – Log Damaged or Defective Product

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POS – Product Not in Stock, Notify Inventory

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Monitor product publication across channels

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Export taxes by order

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Actions

Clear All
  • Clear All
  • (-) Insert or update one row in a Google Sheet
  • Add note to order
  • Add tags to order
  • Add tags to product
  • Log a message (debug code)
  • Send an email
  • Send a Slack message
  • Set a database key/value
  • Subscribe or Update a Customer in Klaviyo
  • Trigger a subworkflow
  • When an order is paid, send basic order info to a Google Sheets spreadsheet

Integrations

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  • Clear All
  • (-) Google Sheets
  • Email
  • Klaviyo
  • Slack
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